News linked to both this project and an event.
Illia Polosukhin stated that the attack involving approximately $3.8 million only affected USDT on BSC. NEAR Intents and near.com are now back online, and affected users will receive full compensation.
Ethena founder Guy Young stated that USDe backing assets currently have no direct exposure to stETH or other liquid staking tokens, and he expects this incident will not impact Ethena.
Odaily News: Nate Geraci, President of ETF Store, commented on the U.S. Treasury Department's latest notice regarding Section 351 exchanges, stating that his initial interpretation is not as optimistic as that of some industry participants.Geraci believes that problems may arise if the asset portfolio transferred into an ETF differs significantly from the ETF's own investment strategy, especially in cases where the relevant assets are subsequently rapidly reduced or completely sold through in-kind redemptions. He also noted that the Treasury's guidance this time is not clear in its表述 of specific applicable boundaries, making it currently difficult to determine which operations may be permitted, and he expects further guidance to be issued in the future.
According to Chaoxiang Research, Goldman Sachs’ September 18, 2026 research report indicates that the SEC issued an order on September 17 granting a five-year conditional registration exemption to designated exchanges and liquidity providers, permitting them to offer tokenized stock trading in the United States. The exemption requirements include the mandatory use of automated market maker (AMM) order books, eligibility restricted solely to native tokenized stocks, and issuers retaining the right to veto tokenization prior to trading commencement. Goldman Sachs assesses that Coinbase (COIN) will derive the greatest benefit, as its current tokenized stock product already satisfies most exemption criteria; Robinhood (HOOD) will need to develop new offerings; and traditional exchanges are expected to experience limited direct impact.
According to Analytical Report No. 15 released by the National Bank of Denmark, stablecoins—as crypto assets pegged to fiat currencies—have witnessed steady growth in global adoption in recent years and garnered widespread attention. The report indicates that while stablecoin usage remains relatively limited in Denmark, further penetration by foreign stablecoins could have profound implications for the nation's payment systems, financial markets, banking sector, and monetary policy transmission. The Danish Central Bank emphasized that while encouraging financial innovation, it must remain vigilant regarding the potential risks stablecoins pose to monetary system stability and payment security, and will continue to closely monitor their ongoing developments.
According to TechFlow research, Morgan Stanley's August 20 report noted that the U.S. Treasury will increase the size of its liquidity-supporting repo operations for the 10-to-20-year and 20-to-30-year tenors from $2 billion per transaction to at least $4 billion, effective September 9. This marks the first adjustment to the repurchase volume outside of the quarterly refinancing window since the repo program launched in May 2024. The two tenors combined add $1.6 billion in notional amount, corresponding to approximately $19.3 million in DV01 (price change per one-basis-point move in rates), with a risk impact roughly double that of the November 2023 "supply surprise." Morgan Stanley stated that the Treasury's decision to expand repurchases ahead of schedule outside the quarterly refinancing window aims to signal close monitoring of long-end interest rate dynamics to the market, thereby buying time for the November refinancing window. The recent rise in the 10-year Treasury yield and curve steepening primarily reflect the market's repricing of energy prices and central bank policy trajectories, rather than concerns over deficits or supply. Morgan Stanley maintains its recommendation for a 7-year versus 30-year Treasury curve steepening trade, targeting a spread of 100 basis points (currently around 71 basis points). On the FX front, coordinated volatility in gold and the Swiss franc hit an annual peak on August 19; should the U.S. dollar policy narrative reassert itself, EUR/USD is likely to approach 1.2150.
Harmony has released a rollback plan, planning to retain Shard 0 Block 92,730,034 and Shard 1 Block 94,978,278, both corresponding to 23:25:37 UTC on August 11, 2026. Validators will use a replacement database, and the new client version will reject the relevant anomalous block hashes, subsequently continuing block production from the new block height.
According to Bloomberg, Nomura Holdings economists Sonal Varma and Si Ying Toh released a research report noting that India, serving as a back-office service center for many global enterprises, is currently becoming a key sample for evaluating the impact of AI on the employment market. The report analyzed 69 cases in Asia (mainly covering the period from 2022 to August 2026), with conclusions showing that the growth rate of hiring for AI-related roles in India has currently exceeded the scale of layoffs and hiring freezes caused by AI. Nomura believes that, by virtue of its massive labor force, India is bearing the "largest absolute impact" under the AI wave and is the most representative "frontline" for observing the impact of AI technology on employment.
Mizuho analysts stated that if the U.S. crypto market structure bill, the "Clarity Act," is passed, while it may generally benefit the digital asset industry, the long-term impact on Circle could be negative. The reason is that regulatory clarity will attract more large institutions into the stablecoin market, further accelerating stablecoin commodification and eroding the revenue potential of Circle's USDC.Mizuho believes that the primary pressure Circle faces in the near term comes from Open USD. This stablecoin project is backed by a coalition of over 140 financial, technology, and crypto companies, with members including Visa, Mastercard, Stripe, BlackRock, and Coinbase. Unlike Circle's model, which retains approximately 38% of USDC reserve yields, Open USD employs a "pass-through" model, distributing nearly all reserve yields to distribution partners while retaining only a small management fee.Analysts also noted that Coinbase, as the largest distributor of USDC, also supports Open USD. This could give Coinbase stronger bargaining power when renegotiating its revenue-sharing agreement with Circle in the future. The distribution agreement between the two parties could be up for renegotiation as early as next month.
Odaily Odaily A new study by the Cambridge Centre for Alternative Finance reveals that approximately 31% of Ethereum node activity is located in the United States, with another 39% distributed across EU countries excluding the UK, indicating that the geographic distribution of Ethereum nodes remains relatively concentrated in Western nations.Lead researcher Alexander Neumuller stated that while node distribution is not currently concentrated in any single country, it is heavily reliant on a few major cloud service providers, including Hetzner, Amazon AWS, and OVH. Notably, the Ethereum network does not require half of its validators to fail for problems to arise. If more than one-third of validators go offline simultaneously, the network may be unable to finalize block checkpoints (finalization). Neumuller pointed out that nodes and validators do not have a one-to-one correspondence; a single node may run multiple validators. Therefore, it is currently impossible to precisely assess the actual impact on the validator network from the failure of a specific node or service provider.Furthermore, the study reassessed the energy consumption of Ethereum following The Merge. Data shows that Ethereum's current annual energy consumption is approximately 7.9 GWh, equivalent to a continuous power draw of about 1 MW. This represents only about 0.02% of pre-merge levels, a reduction of approximately 99.98%. Currently, over 56% of the energy used by the Ethereum network comes from sustainable sources, exceeding the global average.The study also noted that client software diversity is another potential risk. If a dominant client software has a vulnerability, it could affect a large number of network participants. The report was published by the Cambridge Centre for Alternative Finance and supported by the Ethereum Foundation. (The)
IC3, a research group composed of researchers from multiple top universities, has released a research report stating that claims about crypto technology being able to solve core AI problems are often exaggerated. These exaggerated claims include identifying AI-generated content, eliminating algorithmic bias, and enabling AI Agents to achieve full autonomy.The report points out that AI systems do not become smarter simply by having a crypto wallet, nor are they more resistant to human manipulation or shutdown. The primary function of the wallet is to enhance automation capabilities, allowing AI Agents to conduct on-chain transactions, payments, and call infrastructure without requiring manual approval for each step.The researchers believe that AI Agents will still rely on humans and underlying infrastructure. Traditional payment systems can also support partial automation. Therefore, while blockchain may have some application value in AI payment and trust mechanisms, it is not a universal solution.The report also responds to the recent industry热议 regarding on-chain payments by AI Agents. MetaMask recently launched a non-custodial wallet for AI Agents, and Robinhood also plans to allow users to conduct crypto transactions through AI Agents. (The Block)
Wasabi Protocol stated that the Wasabi smart contracts on Solana are secure and unaffected by this vulnerability. The vulnerability is limited to Wasabi’s EVM deployments. The team is collaborating with leading security firms and has contacted law enforcement and the FBI. Further updates will be shared as they become available.
Lido has released an update regarding the Kelp security incident, stating that its Earn-series vaults are working with the management team to address the issue, focusing on two key risk areas: rsETH exposure and tightening liquidity in lending markets. Lido emphasizes that its core staking protocol remains unaffected, and both stETH and wstETH remain secure and stable. Currently, only the EarnETH vault holds approximately 9% of its TVL in rsETH exposure; related deposits and withdrawals have been suspended by the management team pending resolution. Of the ~$70 million in ETH stolen in the earlier attack, roughly $70 million has already been recovered; asset recovery and loss allocation efforts are ongoing. To mitigate liquidity pressure, the management team has reduced leverage and optimized position structures, significantly decreasing wETH debt exposure. Should losses ultimately materialize, EarnETH will activate its $3 million “first-loss protection mechanism,” funded by the DAO. Other vaults remain unaffected: DVV and EarnUSD are operating normally. The GGV sub-vault is currently experiencing negative yields due to a combination of recursive staking strategies and rising borrowing rates, but active adjustments are underway. Users’ previously submitted withdrawal requests will be processed at pre-incident valuations.